HTAB HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 48 | 12,404,300 | $2.38亿 | 3 | 21 | 17 | 3 | -$105.05万 |
| 2026Q1 | 47 | 12,231,876 | $2.32亿 | 4 | 25 | 14 | 7 | $150.74万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Wealthspire Advisors, LLC | 新建仓 | $1,027.25万 |
| CPC Advisors, LLC | 加仓 | $212.67万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $197.98万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $178.96万 |
| Independent Advisor Alliance | 新建仓 | $89.47万 |
| Capital Asset Advisory Services LLC | 加仓 | $88.17万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $60.51万 |
| NATIXIS ADVISORS, LLC | 加仓 | $38.26万 |
| YARGER WEALTH STRATEGIES, LLC | 加仓 | $36.00万 |
| HighTower Advisors, LLC | 新建仓 | $34.20万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $29.93万 |
| Wealthcare Advisory Partners LLC | 加仓 | $23.22万 |
| Cetera Investment Advisers | 加仓 | $19.63万 |
| TRUIST FINANCIAL CORP | 加仓 | $16.81万 |
| DAVENPORT & Co LLC | 加仓 | $15.85万 |
| ROYAL BANK OF CANADA | 加仓 | $13.56万 |
| Kestra Advisory Services, LLC | 加仓 | $11.73万 |
| Rockefeller Capital Management L.P. | 新建仓 | $11.47万 |
| Arete Wealth Advisors, LLC | 加仓 | $8.18万 |
| MORGAN STANLEY | 加仓 | $5.64万 |
2026Q1 卖出最多
| Main Street Financial Solutions, LLC | 减仓 | -$1,068.72万 |
| JANE STREET GROUP, LLC | 减仓 | -$200.79万 |
| LPL Financial LLC | 减仓 | -$120.14万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$99.90万 |
| LifeGoal Investments, LLC | 减仓 | -$86.80万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$78.82万 |
| CITADEL ADVISORS LLC | 清仓 | -$75.84万 |
| Element Wealth, LLC | 减仓 | -$62.82万 |
| &PARTNERS | 减仓 | -$28.79万 |
| AQR CAPITAL MANAGEMENT LLC | 清仓 | -$25.57万 |
| Prostatis Group LLC | 清仓 | -$23.94万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$23.29万 |
| MGO ONE SEVEN LLC | 清仓 | -$20.43万 |
| Private Advisor Group, LLC | 清仓 | -$19.45万 |
| Amplius Wealth Advisors, LLC | 减仓 | -$16.31万 |
| IAG Wealth Partners, LLC | 减仓 | -$11.90万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$7.91万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$7.53万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$2.63万 |
| UBS Group AG | 清仓 | -$6,339 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 2,186,408 | $4,154.17万 | 0.01% | 859 | 加仓 |
| CPC Advisors, LLC | 2,020,597 | $3,839.13万 | 6.22% | 111,929 | 加仓 |
| LPL Financial LLC | 1,152,962 | $2,190.63万 | 0.01% | -63,232 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 939,027 | $1,784.15万 | 0.00% | -12,256 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 903,254 | $1,716.18万 | 0.01% | -52,579 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 767,052 | $1,457.40万 | 0.01% | 94,191 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 665,539 | $1,259.87万 | 0.01% | 104,587 | 加仓 |
| Wealthspire Advisors, LLC | 540,656 | $1,027.25万 | 0.08% | 540,656 | 新建仓 |
| YARGER WEALTH STRATEGIES, LLC | 477,671 | $907.58万 | 3.65% | 18,948 | 加仓 |
| Cetera Investment Advisers | 310,006 | $589.01万 | 0.01% | 10,332 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 292,554 | $555.85万 | 0.00% | 31,846 | 加仓 |
| TRUIST FINANCIAL CORP | 253,015 | $480.73万 | 0.01% | 8,845 | 加仓 |
| Capital Asset Advisory Services LLC | 240,265 | $461.60万 | 0.18% | 45,891 | 加仓 |
| Wealthcare Advisory Partners LLC | 207,424 | $394.11万 | 0.08% | 12,223 | 加仓 |
| OSAIC HOLDINGS, INC. | 161,414 | $306.69万 | 0.00% | -4,165 | 减仓 |
| ROYAL BANK OF CANADA | 119,883 | $227.80万 | 0.00% | 7,137 | 加仓 |
| IAG Wealth Partners, LLC | 113,812 | $216.24万 | 0.24% | -6,263 | 减仓 |
| Element Wealth, LLC | 96,763 | $183.85万 | 0.76% | -33,065 | 减仓 |
| Kestra Advisory Services, LLC | 93,683 | $178.00万 | 0.01% | 6,173 | 加仓 |
| Patriot Financial Group Insurance Agency, LLC | 64,372 | $122.31万 | 0.07% | 15,754 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 50,924 | $96.75万 | 0.00% | -3,961 | 减仓 |
| Independent Advisor Alliance | 47,088 | $89.47万 | 0.01% | 47,088 | 新建仓 |
| STIFEL FINANCIAL CORP | 41,743 | $79.31万 | 0.00% | 1,257 | 加仓 |
| NATIXIS ADVISORS, LLC | 39,528 | $75.10万 | 0.00% | 20,137 | 加仓 |
| Stonebridge Financial Group, LLC | 32,116 | $61.02万 | 0.05% | 0 | 不变 |
| DAVENPORT & Co LLC | 31,020 | $58.94万 | 0.00% | 8,340 | 加仓 |
| Leelyn Smith, LLC | 29,448 | $55.95万 | 0.08% | 798 | 加仓 |
| JOURNEY STRATEGIC WEALTH LLC | 29,170 | $55.42万 | 0.01% | 28 | 加仓 |
| WEST MICHIGAN ADVISORS, LLC | 28,634 | $54.58万 | 0.12% | -233 | 减仓 |
| Amplius Wealth Advisors, LLC | 28,606 | $54.35万 | 0.05% | -8,584 | 减仓 |
| JANE STREET GROUP, LLC | 27,534 | $52.31万 | 0.00% | -105,680 | 减仓 |
| LifeGoal Investments, LLC | 26,049 | $49.68万 | 0.28% | -45,516 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 24,718 | $46.96万 | 0.01% | 1,042 | 加仓 |
| USAdvisors Wealth Management, LLC | 23,317 | $44.10万 | 0.15% | 1,087 | 加仓 |
| Keystone Financial Services, LLC | 22,283 | $42.34万 | 0.28% | 1,470 | 加仓 |
| &PARTNERS | 22,212 | $42.20万 | 0.00% | -15,150 | 减仓 |
| FLOW TRADERS U.S. LLC | 20,921 | $39.70万 | 0.01% | -41,534 | 减仓 |
| Arete Wealth Advisors, LLC | 20,149 | $38.32万 | 0.03% | 4,300 | 加仓 |
| HighTower Advisors, LLC | 17,999 | $34.20万 | 0.00% | 17,999 | 新建仓 |
| Opal Wealth Advisors, LLC | 17,922 | $34.05万 | 0.08% | 350 | 加仓 |
| Fermata Advisors, LLC | 11,631 | $22.10万 | 0.05% | 0 | 不变 |
| Main Street Financial Solutions, LLC | 11,103 | $21.10万 | 0.02% | -562,472 | 减仓 |
| Steward Partners Investment Advisory, LLC | 6,624 | $12.59万 | 0.00% | 443 | 加仓 |
| Rockefeller Capital Management L.P. | 6,038 | $11.47万 | 0.00% | 6,038 | 新建仓 |
| PlanVest Financial, Inc | 3,668 | $6.97万 | 0.05% | — | — |
| MORGAN STANLEY | 3,074 | $5.84万 | 0.00% | 2,966 | 加仓 |
| Westside Investment Management, Inc. | 2,000 | $3.80万 | 0.01% | 0 | 不变 |
内部人交易（Form 4）
HTAB 董事、高管和大股东的最新买卖申报。专业版可看 🔒